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LGH vs ZFEB

HCM Defender 500 Index ETF vs Innovator Equity Defined Protection ETF - 1 Yr February

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

ZFEB

Innovator Equity Defined Protection ETF - 1 Yr February

Innovator ETFs

Annual cost

0.79%

Fund size

$163M

Key differences

  • ZFEB costs 0.21% less per year.
  • LGH is significantly larger than ZFEB — larger funds tend to be more liquid and less likely to close.
  • LGH follows a tactical allocation strategy; ZFEB uses structured outcome.
  • LGH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGHZFEB
Annual cost (TER)1.00%0.79%
Fund size (AUM)$555M$163M
Since20192025
Dividend yield0.39%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationstructured outcome
CAGR 1Y+27.9%+8.3%
CAGR 3Y+21.8%N/A
CAGR 5Y+11.5%N/A
Sharpe 3Y1.04N/A
Volatility 1Y15.64%2.25%
Max drawdown-29.60%-3.00%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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